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Craig is a Partner in the Orange County office. He has more than thirty years experience managing client relationships and providing comprehensive planning and investment advisory services to wealthy individuals and families.

Prior to joining Cerity Partners, Craig was a Managing Director and Senior Private Banker in Deutsche Bank Private Wealth Management’s Orange County, California, office. Before joining Deutsche Bank in 2003, he was a Senior Relationship Manager with JP Morgan/Chase Private Bank in Los Angeles and Newport Beach for 14 years and a Manager and Private Banker with Citigroup in Los Angeles. He held positions in private and corporate banking with The Bank of California and First National Bank of Chicago.

Craig earned his Bachelor of Science in Economics from Iowa State University and his Masters of Business Administration from the University of Michigan. He also holds a Certificate in Personal Financial Planning from the University of California at Los Angeles.

He is currently President and Chairman of the Board of Trustees of the Orange County Museum of Art in Newport Beach. He has been active in community organizations and events including OCMA’s Art of Dining, the Ocean Institute Education Center, Boy Scouts of America, the Planned Giving Roundtable of Southern California and the Los Angeles Philharmonic Business & Professional Committee.

Sign 2: Willingly Has Difficult Conversations

Craig Wells, Partner

No one likes to discuss declining account balances. However, the cyclicality of financial markets makes these conversations inevitable. During bear markets, the best advisors are open and honest, knowing the decisions you make could profoundly affect your long-term success.

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